Attend this COMPLIMENTARY event and...

Without a plan, the answer may be NO!

Join Us For A Brand-New, Must-Attend Estate Planning and Long Term Care Event

Learn how to help protect your nest egg from nursing home & LTC costs

Understand strategies to help cover unexpected long-term care expenses without a traditional LTC insurance policy

Discover ways to help to avoid probate, lengthy delays, court and attorney fees all with a simple plan

Learn how couples could potentially become exempt from federal estate taxes

Why every homeowner should consider using a trust

How to plan so that your family can maintain control of your assets, NOT the courts!

Understand how a will is different than a trust

Learn ways to help avoid losing your home and life savings should you need to go to a nursing home

Discover how you can avoid the costly probate process

Learn ways to help protect your assets from the high cost of Long Term Care

Get insight on the newest trends in Long Term Care (and how to pay for it without going broke!)


Seating is limited and reservations are required!

This is a complimentary event, nothing will be sold.


SkySong - Scottsdale Innovation Center
1475 N. Scottsdale Rd.
Scottsdale, AZ 85257

Thursday, December 5th

SkySong - Scottsdale
Innovation Center
1475 N. Scottsdale Rd.
Scottsdale, AZ 85257

Learn the critical link between estate planning and retirement planning that can potentially reduce the income taxes of your beneficiaries

Are your hard-earned assets protected?


Scottsdale's Financial Advisor is hosting a powerful workshop!

This presentation is extremely popular, and SEATING IS LIMITED. Reservations and confirmations are required.

When you attend this Estate Planning & LTC workshop, you will discover how you can prevent costly mistakes to you AND your family!”

Meet your Host:

Steve Jurich is an Accredited Investment Fiduciary®, a Kiplinger® Contributor,  a Certified Income Specialist™,  and a member in good standing of the Financial Planning Association® (FPA). He is focused on the challenges facing retirement-age individuals and those planning for retirement. His clients range in background from engineers, teachers, and medical professionals to business owners, government workers, and accountants. With nearly two decades of personal retirement planning experience, Steve can offer experienced guidance.

Steve is licensed in securities, as well as insurance and real estate. His book on retirement, "Smart Is The New Rich," is available now on Amazon.com. Steve is the editor of the educational annuity website, MyAnnuityGuy.com,™ and works with affluent retirees and pre-retirees seeking to preserve and grow their retirements.

Steve Jurich

480-902-3333  •   barb@iqwealthmanagement.com   •   7702 E Doubletree Ranch Rd., Ste. 300, Scottsdale, AZ 85258

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